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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
3001
Team Hewins
California
$559K +$286K +460 +106%
RF
3002
Robinswood Financial
Washington
$559K +$116K +187 +27%
KDA
3003
Kraft Davis & Associates
Missouri
$558K +$39.8K +64 +8%
WF
3004
Wayfinding Financial
Washington
$558K – – –
HA
3005
Herold Advisors
New York
$556K -$39.2K -63 -7%
EWM
3006
Elevation Wealth Management
Minnesota
$556K +$551K +886 New
SFS
3007
Stiles Financial Services
Minnesota
$554K – – –
TDB
3008
Thompson David Blair
$553K +$548K +882 New
DWM
3009
DKM Wealth Management
California
$553K – – –
WA
3010
Winter & Associates
Minnesota
$547K +$542K +872 New
CAM
3011
Claret Asset Management
Quebec, Canada
$546K -$8.7K -14 -2%
SIC
3012
SJS Investment Consulting
Ohio
$545K +$326K +525 +153%
TFG
3013
Taylor Financial Group
Virginia
$544K – – –
TLP
3014
Trinity Legacy Partners
Texas
$543K +$1.24K +2 +0.2%
GCA
3015
Gallagher Capital Advisors
Texas
$542K +$307K +494 +135%
HWM
3016
Horizons Wealth Management
North Carolina
$541K -$42.9K -69 -7%
LDB
3017
Lee, Danner & Bass
Tennessee
$541K +$97.6K +157 +22%
MPM
3018
Meritage Portfolio Management
Kansas
$541K -$19.9K -32 -4%
EA
3019
Ellsworth Advisors
Ohio
$538K +$32.3K +52 +7%
MWAM
3020
Manhattan West Asset Management
California
$537K -$19.9K -32 -4%
MIP
3021
Marietta Investment Partners
Wisconsin
$536K +$106K +170 +25%
OBWA
3022
Oak Barrel Wealth Advisory
Virginia
$535K +$529K +852 New
MIAS
3023
Mason Investment Advisory Services
Virginia
$534K -$4.35K -7 -0.8%
EWL
3024
Emissary Wealth LLC
New Jersey
$534K +$529K +851 New
AWM
3025
AAF Wealth Management
Massachusetts
$533K -$23K -37 -4%
119 120
121
122 123